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KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
+13.71%
1 Year Est. Return
+22.41%
3 Year Est. Return
+75.43%
5 Year Est. Return
+92.87%
10 Year Est. Return
+325.86%
AUM
$737M
AUM Growth
+$77.4M
Cap. Flow
+$5.66M
Cap. Flow %
0.77%
Top 10 Hldgs %
57.52%
Holding
165
New
8
Increased
57
Reduced
49
Closed
7

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.2M
2
CRWD icon
CrowdStrike
CRWD
+$7.05M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
4
PLTR icon
Palantir
PLTR
+$1.56M
5
VTV icon
Vanguard Value ETF
VTV
+$1.41M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$10.1M
2
LLY icon
Eli Lilly
LLY
+$6.86M
3
MSFT icon
Microsoft
MSFT
+$898K
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$600K

Sector Composition

Rank Sector Weight
1 Technology 20.27%
2 Financials 9.22%
3 Consumer Staples 4.76%
4 Industrials 4.39%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OEF icon
101
iShares S&P 100 ETF
OEF
$19.8B
$490K 0.07%
1,611
– –
BND icon
102
Vanguard Total Bond Market
BND
$158B
$452K 0.06%
6,143
-288
-4% -$20.9K
MTB icon
103
M&T Bank
MTB
$36B
$449K 0.06%
2,314
– –
DUK icon
104
Duke Energy
DUK
$100B
$445K 0.06%
3,774
– –
GLD icon
105
SPDR Gold Trust
GLD
$132B
$438K 0.06%
1,438
– –
UTHR icon
106
United Therapeutics
UTHR
$26.3B
$431K 0.06%
1,500
– –
AMD icon
107
Advanced Micro Devices
AMD
$807B
$428K 0.06%
3,017
+62
+2% +$6.75K
IWR icon
108
iShares Russell Mid-Cap ETF
IWR
$56.1B
$416K 0.06%
4,520
– –
QCOM icon
109
Qualcomm
QCOM
$179B
$406K 0.06%
2,548
+201
+9% +$29.6K
IBB icon
110
iShares Biotechnology ETF
IBB
$9.44B
$394K 0.05%
3,115
+75
+2% +$9.21K
NVS icon
111
Novartis
NVS
$297B
$394K 0.05%
3,258
-100
-3% -$11.3K
LRCX icon
112
Lam Research
LRCX
$365B
$389K 0.05%
+4,000
New +$317K
SDY icon
113
State Street SPDR S&P Dividend ETF
SDY
$22B
$386K 0.05%
2,847
– –
MO icon
114
Altria Group
MO
$122B
$379K 0.05%
6,458
+16
+0.2% +$940
CSCO icon
115
Cisco
CSCO
$452B
$354K 0.05%
5,101
-188
-4% -$11.6K
TIP icon
116
iShares TIPS Bond ETF
TIP
$14.5B
$354K 0.05%
3,217
-51
-2% -$5.56K
AMGN icon
117
Amgen
AMGN
$203B
$351K 0.05%
1,255
+1
+0.1% +$283
T icon
118
AT&T
T
$167B
$350K 0.05%
12,080
– –
SO icon
119
Southern Company
SO
$109B
$347K 0.05%
3,783
– –
VLO icon
120
Valero Energy
VLO
$90.5B
$342K 0.05%
2,542
– –
BMY icon
121
Bristol-Myers Squibb
BMY
$128B
$336K 0.05%
7,256
+57
+0.8% +$2.8K
IWD icon
122
iShares Russell 1000 Value ETF
IWD
$81.5B
$334K 0.05%
1,720
– –
PTGX icon
123
Protagonist Therapeutics
PTGX
$8.72B
$332K 0.05%
6,000
– –
XLK icon
124
State Street Technology Select Sector SPDR ETF
XLK
$114B
$331K 0.04%
2,614
-200
-7% -$22.2K
NEE icon
125
NextEra Energy
NEE
$185B
$326K 0.04%
4,695
– –
3 4
5
6 7

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King Wealth Management Group's Q2 2025 Portfolio in Review

As of Q2 2025, King Wealth Management Group held 165 positions worth $737M, up 12% from $660M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

King Wealth Management Group's Q2 2025 filing shows 8 new, 57 increased, 49 reduced and 7 closed positions. Its largest new stake was Apollo Global Management: 6,100 shares worth $865K. The largest sale was UnitedHealth, an estimated $10.1M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Financials and Consumer Staples.

  • King Wealth Management Group's largest Q2 2025 buy was Apollo Global Management: 6,100 shares worth $865K.
  • King Wealth Management Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $10.2M increase.
  • King Wealth Management Group's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $10.1M.
  • King Wealth Management Group fully exited Zimmer Biomet in Q2 2025, selling an estimated $726K.
  • King Wealth Management Group's ten largest holdings make up 58% of its $737M portfolio in Q2 2025.
  • King Wealth Management Group opened 8 new positions and closed 7 in Q2 2025.
  • King Wealth Management Group's portfolio value rose 12% quarter-over-quarter to $737M.

Based on King Wealth Management Group's 13F filing for Q2 2025, filed 8 Aug 2025.